Spotlight on Flexys

We're proud to be the trusted advisors for some of the most vibrant entrepreneurs and fast-growing businesses in the tech sector. Take Flexys - since 2017, our bespoke services have supported them as they've realised their aspirations to raise over £4.3m in investment and grow to over 40 employees.

Flexys, which has developed an innovative debt management, collection and recovery solution, approached us when they had secured the interest of external shareholders and were ready to expand in a way that would also attract, retain, and incentivise new staff members.


We worked alongside Flexys' solicitors to help the company navigate tax compliance matters, while simultaneously advising them on tax-efficient share option schemes for their staff, and beneficial tax reliefs such as R&D tax credit claims.

By taking care of these finer details, from the seemingly simple to the more complex, we relieve clients like Flexys of any unnecessary financial strain by freeing them up to stay focused on their business goals. We work closely with the Flexys financial team on essential tasks, from preparing financial statements and regulatory reporting through to advising on valuable investor reliefs such as SEIS and EIS.

Strategy Advice
RnD Tax Credits

For Flexys, this has meant supporting them with timely, pragmatic, and integrated financial advice, while working in tandem with other professional teams such as their legal team, enabling them to flourish in their capacity as specialist software suppliers resolving their own clients' challenges.


If you're looking for experienced advisors who will seamlessly guide you to fulfil your company's potential, get in touch. You can also find us providing pro-bono advice as part of several incubators in the Bristol and South West region, including Future Space, Science Creates and Set Squared. We can help you with:

  • Business support services including bookkeeping, payroll, VAT, and management accounting
  • Business modelling and forecasting
  • Statutory financial reports and year end requirements
  • Corporation tax
  • R&D tax credits
  • Tax effective share incentive schemes